Daily Market Insight

• Trump imposes 25% tariffs on steel and aluminum as trade tensions rise • NY Fed Survey shows inflation expectations rise ahead of tariffs • Japan records highest current account surplus in 2024 from foreign investment returns • Australia's consumer sentiment rebound slows • The dollar gained strength ahead of Trump's tariff plans

• Trump to implement reciprocal tariffs, affecting "everyone" • US economy adds 143,000 jobs in January, missing expectations • US consumer sentiment hits a seven-month low over price concern • China's consumer inflation rises as holiday spending increases • Dollar gains as Trump hints at reciprocal tariffs

• US initial jobless claims rise but remain close to pre-covid levels • Japan's household spending surges as wages rise • Bank of England cuts rates, signals caution ahead • Thailand's CPI rose 1.32% in January, meeting the central bank's target • Dollar remained flat ahead of the key US payrolls report

• US services index weakens as order growth slows • U.S. private payrolls rise by more than expected in January • China's services index unexpectedly weakens despite holiday spending • The dollar weakened for a third day as trade tensions eased and data mixed

• China investigates Google and imposes tariffs on US products • US job openings fall to 7.6 million, the lowest since September • US Factory orders decline more than anticipated • Thailand is considering boosting US imports to reduce its trade surplus • USD weakened after tariff delay on Mexico and Canada

• Trump and leaders of Canada and Mexico announce one-month tariff delay after talks • US manufacturing activity grows for the first time since 2022 • Euro-zone inflation unexpectedly rises, reinforcing ECB's cautious stance • Dollar fluctuates amid Trump's tariffs negotiations

• Trump imposed broad tariffs on US trading partners • Fed’s favored inflation gauge ends 2024 with a muted advance • German and French inflation remain stable at the start of the year • Thai factory output misses expectations due to slumping car production • US dollar climbs as markets evaluate tariff messages

• US economy grows 2.3% in Q4 2024, driven by consumer resilience • Trump to impose 25% tariffs on Canada and Mexico starting Saturday • ECB reduces rates for the fifth time as the Eurozone economy stagnates • Tokyo inflation hits a year-high, supporting BOJ • The dollar strengthened broadly following the tariff announcement

• Fed keeps rates unchanged and removes reference to inflation progress • Trump officials consider stronger restrictions on Nvidia sales to China • The Bank of Canada cuts rates and drops guidance amid tariff risks • US dollar steadies as Fed holds rates unchanged

• Trump renews threat of universal tariffs to protect the country • US consumer confidence hits four-month low due to job market concerns • US core business equipment orders rise more than expected • Thailand's car sales hit 15-year low • Dollar rises on revived tariff discussions